There are many types of financial professionals but only 20% of all financial advisors are designated CERTIFIED FINANCIAL PLANNER™ Practitioners (CFP Board Report, 2012). The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. All of our advisors have earned this highly esteemed designation.
The Experience of a Team
Why work with one financial advisor when you can benefit from the experience of a team? Through collaboration and partnership we are able to deliver financial strategies and services that represent our vast, collective knowledge base. Together, we are able to deliver more.
We are independent. Our recommendations are not based on outside influences or sales quotas. We conduct our own independent research and make recommendations based solely on what makes the most sense for our clients. The “fiduciary standard” may have been written into law by the Department of Labor (DOL) in 2016, but it’s a standard that we’ve always practiced. Our clients’ best interests are the basis for all of our recommendations.
Leading Research, Technology and Resources
We partner with LPL Financial, the nation’s largest independent broker dealer (as reported in Financial Planning Magazine, 1996-2015, based on total revenue), which provides us with access to leading research, technology, and resources. We have implemented some of the most advanced technology including Wealth Vision, which provides our clients with 24/7 access to all their updated account values, holdings details and more.
We don’t just work here, we live here. Each of us has strong ties to the community and have been collectively serving the residents of Carroll County for over 20 years. We are committed to do our best to meet the individual needs of everybody we meet.
We consult with other professionals, including CPAs and attorneys, to deliver financial strategies that consider your entire financial picture.